TABLE OF CONTENTS


Explanation

In DOA templates, we have filters to filter the approvers.


On the Invoice Approval Templates we now introduce a Rules filter on Account Performa Invoice, Create Performa Invoice, Account Credit Debit Notes Invoice, and Create Credit Notes Debit Notes Invoice with this release.


Steps

  1. Go to Org Settings.
  2. Click Invoice Approval Templates.
  3. Choose the template of your choice.
  4. Click Update.
  5. Scroll to find Rules.
  6. Click + Add Condition.
  7. Set conditions.
  8. Click Save.


Screenshot


Please feel free to reach out to support@aerchain.io should you have any questions or feedback.